Judith Lohr Mohr [ChFEBC℠, CFP]
13850 Ballantyne Corporate Place Suite 500
Charlotte, NC 28277
Original Certification Date 12/17/14
Organization: Milestone Advice Group
Broker Dealer: Securities America
Phone: 704-887-4902 Extension:
States Currently Licensed: NC, SC
CRD #: 1670744
Primary Insurance Companies: Independent insurance agent (not captive to any on insurance company)
Primary Investment Companies: Independent investment advisor (not captive to proprietary investment products)
Services: Comprehensive financial planning, retirement income distribution planning, investment management, annuities, life insurance and long term care insurance.
Additional Information: I have been helping people manage their investments since 1987. Owner of Milestone Advice Group.